Cheviot Value Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.2K Hold
728
– – ﹤0.01% 274
2026
Q1
$14.4K Hold
728
– – ﹤0.01% 270
2025
Q4
$15.3K Hold
728
– – ﹤0.01% 270
2025
Q3
$11.9K Hold
728
– – ﹤0.01% 298
2025
Q2
$11.6K Hold
728
– – ﹤0.01% 277
2025
Q1
$10.2K Buy
+728
New +$11.1K ﹤0.01% 279

Other funds holding SMFG

Cheviot Value Management's SMFG Position: Q2 2026 in Review

Cheviot Value Management held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 728 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Cheviot Value Management first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cheviot Value Management held 728 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $17.2K as of Q2 2026.
  • Cheviot Value Management left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #274 holding.
  • Cheviot Value Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2025 and has held it in 6 quarters since.
  • 462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.